REIT Sector Outperforms Broader Market Amid Earnings Season
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Source: seekingalpha
- ETF Performance: The State Street Real Estate Select Sector SPDR ETF (XLRE) has gained 10.87% year-to-date in 2026, outperforming the S&P 500's 9.17% return, indicating strong performance in the REIT sector amidst market fluctuations.
- Quarterly Earnings Comparison: In Q1, XLRE posted a 1.11% gain while the S&P 500 declined by 4.81%, demonstrating the resilience and investment appeal of the REIT sector during economic volatility.
- Mortgage Rate Fluctuations: Freddie Mac reported an increase in the average 30-year fixed mortgage rate to 6.51% from 6.36% the previous week, although it remains below last year's 6.86%, highlighting the sensitivity of the housing market to interest rate changes.
- Quant Rating Analysis: Among mid-cap REITs, EPR Properties received a strong buy rating with a quant score of 4.83, while CareTrust REIT and Healthcare Realty Trust also showed strong ratings, reflecting market confidence and growth potential in these companies.
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Analyst Views on EPR
Wall Street analysts forecast EPR stock price to fall
6 Analyst Rating
2 Buy
4 Hold
0 Sell
Moderate Buy
Current: 57.840
Low
54.00
Averages
57.29
High
62.75
Current: 57.840
Low
54.00
Averages
57.29
High
62.75
About EPR
EPR Properties is a diversified experiential net lease real estate investment trust (REIT), specializing in select enduring experiential properties in the real estate industry. The Company operates through two segments: Experiential and Education. The Experiential segment consists of approximately 150 theatre properties, 64 eat and play properties, 26 attraction properties, 11 ski properties, four experiential lodging properties, 24 fitness and wellness properties, one cultural property, and one gaming property. The Company’s Education segment consists of property types, which include approximately 46 early childhood education center properties and nine private school properties. The Company's investment portfolio includes ownership of and long-term mortgages on Experiential and Education properties. All the Company's owned single-tenant properties are leased under long-term, triple-net leases. Its properties are located in over 43 states and Canada.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
EPR Properties CEO to Present at Nareit's REITweek 2026
- Conference Presentation: EPR Properties' Chairman and CEO Gregory Silvers will present at the Nareit REITweek 2026 in New York on June 2, 2026, at 1:45 PM ET, outlining the company's strategic vision and outlook in the REIT sector.
- Webcast Availability: The presentation will be accessible via an audio-only webcast and replay on the company's Investor Center website, enhancing transparency and investor relations by allowing stakeholders to access information at their convenience.
- Company Overview: EPR Properties is a leading diversified experiential net lease REIT, focusing on leisure and recreation properties that create value, with total assets of approximately $5.7 billion across 42 states and Canada, indicating its extensive market presence.
- Investment Criteria: The company adheres to rigorous underwriting and investing standards centered on key industry, property, and tenant cash flow metrics, aiming to provide stable and attractive returns through a focused investment strategy that enhances its competitive advantage.
See More
REIT Sector Outperforms Broader Market Amid Earnings Season
- ETF Performance: The State Street Real Estate Select Sector SPDR ETF (XLRE) has gained 10.87% year-to-date in 2026, outperforming the S&P 500's 9.17% return, indicating strong performance in the REIT sector amidst market fluctuations.
- Quarterly Earnings Comparison: In Q1, XLRE posted a 1.11% gain while the S&P 500 declined by 4.81%, demonstrating the resilience and investment appeal of the REIT sector during economic volatility.
- Mortgage Rate Fluctuations: Freddie Mac reported an increase in the average 30-year fixed mortgage rate to 6.51% from 6.36% the previous week, although it remains below last year's 6.86%, highlighting the sensitivity of the housing market to interest rate changes.
- Quant Rating Analysis: Among mid-cap REITs, EPR Properties received a strong buy rating with a quant score of 4.83, while CareTrust REIT and Healthcare Realty Trust also showed strong ratings, reflecting market confidence and growth potential in these companies.
See More
EPR Properties Declares Monthly Dividend of $0.31 per Share
- Dividend Declaration: EPR Properties has declared a monthly dividend of $0.31 per share, consistent with previous distributions, demonstrating the company's ongoing ability to maintain stable cash flows, which is likely to attract more income-focused investors.
- Yield Analysis: The forward yield of 6.43% reflects the company's attractiveness in the current market environment, potentially increasing investor interest in its stock and enhancing price performance.
- Payment Schedule: The dividend is payable on June 15, with a record date of May 29 and an ex-dividend date also on May 29, ensuring shareholders receive timely returns and further solidifying shareholder confidence.
- Financial Outlook: EPR Properties projects adjusted FFO per share for 2026 to be between $5.37 and $5.53, while raising its investment plan to $500 million to $600 million, indicating strong confidence in future growth and a proactive capital allocation strategy.
See More
EPR Properties Reports Strong Earnings Amid Challenges
- Strong Financial Performance: EPR Properties reported a 5.9% year-over-year increase in FFO as adjusted per share, indicating robust financial resilience in the post-COVID era, which enhances investor confidence.
- Significant Acquisition Completed: The company completed a $315 million acquisition of a seven-part regional portfolio from Six Flags, marking its largest acquisition since the pandemic, which is expected to significantly boost its market share and revenue potential.
- Increased Investment Guidance: EPR raised its investment spending guidance to $500 million to $600 million, reflecting confidence in future investment opportunities despite facing macroeconomic uncertainties that could impact consumer spending.
- Dividend Increase: The company increased its monthly common dividend by 5.1%, demonstrating financial stability and commitment to shareholder returns, even as it navigates revenue volatility and rising interest expenses.
See More
EPR Properties Q1 2026 Earnings Highlights
- Earnings Growth: EPR Properties reported a 5.9% increase in FFO as adjusted per share for Q1 2026, reflecting strong financial performance amid accelerated investment spending, which boosts market confidence.
- Major Acquisition: The company announced the acquisition of a $315 million regional portfolio from Six Flags, marking its largest acquisition post-COVID, which is expected to significantly enhance its asset base and revenue streams.
- Increased Investment Spending: EPR raised its 2026 investment spending guidance to a range of $500 million to $600 million from a previous range of $400 million to $500 million, indicating confidence in future growth and market opportunities.
- Financial Stability: Total revenue for the quarter was $181.3 million, and despite challenges from credit losses, the company maintained a 70% AFFO payout ratio, demonstrating strong cash flow and financial flexibility.
See More
EPR Properties Reports Decline in Q1 Profit
- Profit Decline: EPR Properties reported a Q1 net profit of $56.58 million, or $0.74 per share, down from $59.77 million and $0.78 per share last year, indicating pressure on the company's profitability.
- Revenue Growth: Despite the profit decline, the company achieved a 3.6% year-over-year revenue increase to $181.25 million, compared to $175.03 million last year, suggesting some growth potential in revenue generation.
- Future Guidance: EPR Properties provided full-year EPS guidance of $3.03 to $3.19, reflecting a cautiously optimistic outlook for future performance despite the current profit decline.
- Market Reaction: The profit drop has led to a cautious market sentiment regarding EPR Properties' outlook, which may impact its stock performance, prompting investors to closely monitor upcoming earnings reports and market developments.
See More
EPR Properties CEO to Present at Nareit's REITweek 2026
- Conference Presentation: EPR Properties' Chairman and CEO Gregory Silvers will present at the Nareit REITweek 2026 in New York on June 2, 2026, at 1:45 PM ET, outlining the company's strategic vision and outlook in the REIT sector.
- Webcast Availability: The presentation will be accessible via an audio-only webcast and replay on the company's Investor Center website, enhancing transparency and investor relations by allowing stakeholders to access information at their convenience.
- Company Overview: EPR Properties is a leading diversified experiential net lease REIT, focusing on leisure and recreation properties that create value, with total assets of approximately $5.7 billion across 42 states and Canada, indicating its extensive market presence.
- Investment Criteria: The company adheres to rigorous underwriting and investing standards centered on key industry, property, and tenant cash flow metrics, aiming to provide stable and attractive returns through a focused investment strategy that enhances its competitive advantage.
See More
REIT Sector Outperforms Broader Market Amid Earnings Season
- ETF Performance: The State Street Real Estate Select Sector SPDR ETF (XLRE) has gained 10.87% year-to-date in 2026, outperforming the S&P 500's 9.17% return, indicating strong performance in the REIT sector amidst market fluctuations.
- Quarterly Earnings Comparison: In Q1, XLRE posted a 1.11% gain while the S&P 500 declined by 4.81%, demonstrating the resilience and investment appeal of the REIT sector during economic volatility.
- Mortgage Rate Fluctuations: Freddie Mac reported an increase in the average 30-year fixed mortgage rate to 6.51% from 6.36% the previous week, although it remains below last year's 6.86%, highlighting the sensitivity of the housing market to interest rate changes.
- Quant Rating Analysis: Among mid-cap REITs, EPR Properties received a strong buy rating with a quant score of 4.83, while CareTrust REIT and Healthcare Realty Trust also showed strong ratings, reflecting market confidence and growth potential in these companies.
See More
EPR Properties Declares Monthly Dividend of $0.31 per Share
- Dividend Declaration: EPR Properties has declared a monthly dividend of $0.31 per share, consistent with previous distributions, demonstrating the company's ongoing ability to maintain stable cash flows, which is likely to attract more income-focused investors.
- Yield Analysis: The forward yield of 6.43% reflects the company's attractiveness in the current market environment, potentially increasing investor interest in its stock and enhancing price performance.
- Payment Schedule: The dividend is payable on June 15, with a record date of May 29 and an ex-dividend date also on May 29, ensuring shareholders receive timely returns and further solidifying shareholder confidence.
- Financial Outlook: EPR Properties projects adjusted FFO per share for 2026 to be between $5.37 and $5.53, while raising its investment plan to $500 million to $600 million, indicating strong confidence in future growth and a proactive capital allocation strategy.
See More
EPR Properties Reports Strong Earnings Amid Challenges
- Strong Financial Performance: EPR Properties reported a 5.9% year-over-year increase in FFO as adjusted per share, indicating robust financial resilience in the post-COVID era, which enhances investor confidence.
- Significant Acquisition Completed: The company completed a $315 million acquisition of a seven-part regional portfolio from Six Flags, marking its largest acquisition since the pandemic, which is expected to significantly boost its market share and revenue potential.
- Increased Investment Guidance: EPR raised its investment spending guidance to $500 million to $600 million, reflecting confidence in future investment opportunities despite facing macroeconomic uncertainties that could impact consumer spending.
- Dividend Increase: The company increased its monthly common dividend by 5.1%, demonstrating financial stability and commitment to shareholder returns, even as it navigates revenue volatility and rising interest expenses.
See More
EPR Properties Q1 2026 Earnings Highlights
- Earnings Growth: EPR Properties reported a 5.9% increase in FFO as adjusted per share for Q1 2026, reflecting strong financial performance amid accelerated investment spending, which boosts market confidence.
- Major Acquisition: The company announced the acquisition of a $315 million regional portfolio from Six Flags, marking its largest acquisition post-COVID, which is expected to significantly enhance its asset base and revenue streams.
- Increased Investment Spending: EPR raised its 2026 investment spending guidance to a range of $500 million to $600 million from a previous range of $400 million to $500 million, indicating confidence in future growth and market opportunities.
- Financial Stability: Total revenue for the quarter was $181.3 million, and despite challenges from credit losses, the company maintained a 70% AFFO payout ratio, demonstrating strong cash flow and financial flexibility.
See More
EPR Properties Reports Decline in Q1 Profit
- Profit Decline: EPR Properties reported a Q1 net profit of $56.58 million, or $0.74 per share, down from $59.77 million and $0.78 per share last year, indicating pressure on the company's profitability.
- Revenue Growth: Despite the profit decline, the company achieved a 3.6% year-over-year revenue increase to $181.25 million, compared to $175.03 million last year, suggesting some growth potential in revenue generation.
- Future Guidance: EPR Properties provided full-year EPS guidance of $3.03 to $3.19, reflecting a cautiously optimistic outlook for future performance despite the current profit decline.
- Market Reaction: The profit drop has led to a cautious market sentiment regarding EPR Properties' outlook, which may impact its stock performance, prompting investors to closely monitor upcoming earnings reports and market developments.
See More
